What are the responsibilities and job description for the Tax Attorney position at Maloney Novotny LLC?
Maloney Novotny recognizes our employees as our most important asset. Selected as one of Accounting Today’s Best Accounting Firms to Work For and consistently named a Top Workplace by The Cleveland Plain Dealer, we are committed to investing in our people and providing the tools they need to succeed.
We offer:
• Competitive compensation, retirement, and incentive packages
• Personal and professional growth and development programs
• Opportunities for community involvement and participation in professional organizations
Our goal is to attract the best and brightest talent in the accounting industry and provide more than a job—we offer the opportunity to build a meaningful and rewarding career.
We are seeking a highly skilled and motivated Tax Attorney to join our growing team. This strategic role will primarily focus on M&A tax structuring, trust and estate planning and compliance, and a limited advisory role in in-house legal counsel matters. The ideal candidate will be a technical contributor with the ability to navigate complex tax issues while supporting our existing client base.
This position is based in our Downtown Cleveland, Ohio office.
Key Responsibilities include:
M&A Tax Structuring
• Provide expert guidance and analysis on M&A tax structuring, including asset versus stock sales, gross-ups, tax-free rollovers, and transaction-specific parameters.
• Support client-focused M&A activities by collaborating with internal teams and clients on the tax and accounting aspects of transactions.
• Serve as an integral contributor to the firm’s M&A tax expertise.
Trust & Estate Planning and Compliance
• Act as the firm’s lead technical advisor on complex estate, trust, and wealth transfer planning for business owners, high-net-worth individuals, and family offices.
• Oversee the firm’s trust tax compliance practice, including Forms 1041 and 5227.
• Experience with individual tax returns is helpful but not required.
Internal Consulting & Legal Support
• Provide tax consulting expertise to internal teams and existing clients.
• Offer legal guidance and support to the Managing Partner and Management Committee.
• Coordinate and collaborate with the firm’s outside legal counsel.
• Review and advise on contracts, including client engagement letters, vendor agreements, and business association agreements.
Qualifications
• Juris Doctor (JD) degree.
• Proven experience in M&A tax, with a strong understanding of tax structuring and related complexities.
• Experience with trust and estate tax compliance, including Form 1041 preparation and related document review.
• Five to seven (5–7 ) years of relevant experience preferred; demonstrated skills and potential are valued over strict tenure requirements.
• Strong analytical and problem-solving capabilities.
• Ability and willingness to learn and adapt to additional areas of practice, such as benefit plans and executive compensation.
• Excellent written and verbal communication skills with a collaborative mindset.
Desired Attributes
• Deep technical expertise with the ability to contribute directly to client work and internal initiatives.
• Highly collaborative and effective across multidisciplinary teams.
• Flexible, intellectually curious, and committed to continuous learning and professional development.
Compensation
Market-driven compensation, with a typical base salary range of $150,000 to $200,000 , commensurate with experience and qualifications.
We are an Equal Opportunity Employer and do not discriminate based on any legally protected status under federal, state, or local law.
Salary : $150,000 - $200,000